ESCR:BATS-Xtrackers Bloomberg US Investment Grade Corporate ESG ETF (USD)

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ducovest Verdict

Verdict

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Adjusted Closing Price

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Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-04-15 )

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Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return 0.57% 44% F 46% F
Total Return 0.57% 30% F 31% F
Trailing 12 Months  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return 3.19% 58% F 60% D-
Total Return 3.19% 17% F 20% F
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -5.38% 6% D- 5% F
Dividend Return -3.77% 6% D- 5% F
Total Return 1.62% 68% D+ 65% D
Risk Return Profile  
Volatility (Standard Deviation) 7.10% 71% C- 74% C
Risk Adjusted Return -53.08% 5% F 4% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials ()

Quarterly Financials ()

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.